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Intel Corporation Message Board

marsavian 383 posts  |  Last Activity: 10 hours ago Member since: Jun 15, 2005
  • Reply to

    Microchip and Intel

    by wallisweaver Oct 10, 2014 6:06 PM
    marsavian marsavian Oct 13, 2014 5:13 AM Flag

    The beauty of Intel's 14nm ramp and the excellent way Intel have structured the market segmentation of their Core 22nm and 14nm skus means that the 14nm Broadwell and then Skylake ramps will be totally incremental to Haswell as there is very little overlap between the respective skus. 14nm Broadwell-Y aka Core-M is in effect creating a brand new market segmentation for Intel i.e. the fanless Core processor and although in theory there are fanless Haswell-Y I suspect they have not binned well enough to establish market volume.

    So there is no real waiting for 14nm as it will be going into brand new products and the continuing Haswell ramp can satisfy existing models. I really can't see any downside to the 14nm ramp no matter how slow or fast it is. I suspect the margin improvement will be measured in the 1-3% range as initial yields will offset the smaller die and Intel's margins are already quite high. 14nm though will be more about increasing Core processor volume/revenue as it adds new distinctive features to an already impressive sku model range.

  • Reply to

    Microchip and Intel

    by wallisweaver Oct 10, 2014 6:06 PM
    marsavian marsavian Oct 12, 2014 4:09 AM Flag

    The idiot whose big uneducated mouth led to billions being unnecessarily wiped off semis ....

    http://finance.yahoo.com/news/heres-ceo-quote-thats-sending-174000843.html

  • Reply to

    Microchip and Intel

    by wallisweaver Oct 10, 2014 6:06 PM
    marsavian marsavian Oct 12, 2014 3:53 AM Flag

    That was the most ridiculous unwarranted 5% drop in this stock ever and there sure have been some doozies before. This company Microchip is more indicative of what is going to happen to ARMH's core business, micro-controllers, than the high value processors Intel makes. Totally unrelated business !

    The previous gap around 32 did its job though and relieved pressure and stopped a 5% loss becoming a 9% loss which it was at the trough. There is now an immediate overhead gap at 33 that should draw the stock upwards especially if earnings are well received and the stock might even get back above the 50MA around 34 and resume its upward path. On the possible downside there is still a lower gap around 29 that can act as more defense if needed if earnings are not well received. All in all I would put the odds of INTC going up now around 70%.

  • Reply to

    A couple of question

    by gregorio_allegri Oct 10, 2014 9:58 AM
    marsavian marsavian Oct 11, 2014 6:17 PM Flag

    Name these competitors FUDster and then point me to actual products that the public can buy.

  • Reply to

    A couple of question

    by gregorio_allegri Oct 10, 2014 9:58 AM
    marsavian marsavian Oct 11, 2014 1:26 AM Flag

    What other mini-mass specs are already in market and I don't include the heavy 50lb FLIR Griffin in that considering the MMS-1000 is a third of its weight. 1st Detect was never a side project, it has always had its dedicated team completely separate from ASO as evidenced by its own subsidiary company structure at the time and it ate up most of ASO's profit during its existence not Astrogenetix which was only spent on during the Shuttle era. The analytics product also enhances the MMS-1000, it does not replace it. Code corporation is still alive and successful so there is your one company that he grew. Do you have any more FUD you would like to make up ?

  • Reply to

    Why I am still holding ASTC

    by cherk_on Oct 5, 2014 12:05 PM
    marsavian marsavian Oct 10, 2014 10:59 AM Flag

    Lies and deceit are coming just from you. There is no lack of revenue in this stock, last quarter it had 3x the revenue of IMSC and next quarter it will be 30x. There is also a clearly defined business plan here, co-operate with market leaders rather then suicidally take them on with no money like IMSC. I repeat, this stock will never be as cheap as it is now in these weeks leading up to next earnings when the stock will rocket over 3 and stay there as it attracts new balance sheet type investors. We mocked you for sub 2s because you have been saying it for years and it still has not happened whereas the 3.07 support lasted for months long after you said it had gone.

  • Reply to

    A couple of question

    by gregorio_allegri Oct 10, 2014 9:58 AM
    marsavian marsavian Oct 10, 2014 10:16 AM Flag

    1) They have a poison pill and the block of insiders would not sell to you.

    2) Around $50K I believe but no recent figures have been given but if you divide Spacetech revenue by this figure it looks about right.

  • Reply to

    Why I am still holding ASTC

    by cherk_on Oct 5, 2014 12:05 PM
    marsavian marsavian Oct 9, 2014 3:25 PM Flag

    I did not omit it, I implied it by saying the market is already saturated and satisfied. When the TSA eventually gets round to issuing replacement IDIQs all three companies on the QPL will get IDIQs but let's see how big they are and how much sale options are actually fulfilled for IMSC and I believe S/M will just out-bid you to get most of the business because they are rich enough to do so.

    When this company was in the Space business it used to share NASA IDIQs on the West Coast with another company SSI but ASTC always got 85-90% of the IDIQ because it was more competitvely priced but still of a high quality. The fundamental point is that IMSC needs $40-50m annual revenue just to break even. Sorry but that little fantasy is just not going to happen in either of our life times. IMSC financially is already too far gone, a foolish very expensive foray into a market it was 10 years late for.

  • Reply to

    Selling looks done ...

    by marsavian Aug 19, 2014 10:48 AM
    marsavian marsavian Oct 9, 2014 1:10 PM Flag

    Gap down to 1.92 that was opened on May 8th completely filled today. Reversal time now.

  • Reply to

    Why I am still holding ASTC

    by cherk_on Oct 5, 2014 12:05 PM
    marsavian marsavian Oct 9, 2014 10:59 AM Flag

    The Rigaku OEM part is only just entering production so that is why there no sales of that part while the original MMS-1000 sells a few each quarter if you bother to check the SpaceTech revenue in the 10-Q filings but you won't even after I gave you a link because you have trouble reading lots of complicated small letters and words.

    The Battelle NGCD part is still in prototype stage but you are missing the major point, this company does not need to make any sales for 7-8 years and it will still be around then unlike IMSC who btw TSA did not say was a gold standard, that was more delusional BS pump spin from your delirious CEO. The proof is in the pudding, all old ETD IDIQs are now expired yet TSA are not beating a path to your door to offer you a new one which just proves what I said all along about the dual-IMS ETD market, it is fully saturated, IMSC's 10-year late entry is not required by the market thank you !

  • Reply to

    Why I am still holding ASTC

    by cherk_on Oct 5, 2014 12:05 PM
    marsavian marsavian Oct 9, 2014 10:48 AM Flag

    ASTC will never be below $2 again and after next earnings it will never be below $3 again. No doubt you will run and hide then and drop this alias like you normally do when your predictions are out by many factors and adopt a new alias to bash but as always your innate stupidity will shine through and we always will know it's you lol ! Still stick around whatever alias you feel brave enough to use, it will be educational and sobering for you as you watch this stock double from here while IMSC continues going nowhere fast expect much closer to bankruptcy.

  • Reply to

    Why I am still holding ASTC

    by cherk_on Oct 5, 2014 12:05 PM
    marsavian marsavian Oct 9, 2014 9:59 AM Flag

    Show you some brains would be more pertinent. That marketing fluff as you called it are all the reasons why Battelle have teamed up with ASTC's 1stDetect for their next-generation chemical detector. Battelle is a company that reeks of success and picking future proven technology winners, their history is outstanding and yet another stamp of approval on this company's IP. Your question about showing you the money would be better addressed to your loser company IMSC who lose $5m every quarter and have never produced a dime of profit in their entire existence and never will in my opinion.

  • Reply to

    Why I am still holding ASTC

    by cherk_on Oct 5, 2014 12:05 PM
    marsavian marsavian Oct 8, 2014 5:53 PM Flag

    less than 1 PPB / Sub-Nanogram Sensitivity
    Robot mountable
    Low False Alarm Rate
    Fast Response Time (

  • Reply to

    Why I am still holding ASTC

    by cherk_on Oct 5, 2014 12:05 PM
    marsavian marsavian Oct 8, 2014 5:52 PM Flag

    The 1st Detect Miniature Chemical Detector provides the war fighter with a single instrument that is capable of detecting a wide range of known and emerging threats on the battlefield, while minimizing false alarms. Because of its advanced mass spectrometer technology, new threats can be learned as they emerge with no changes to the hardware. The portability, accuracy and speed of 1st Detect allows for early, in field detection of potentially lethal chemical agents or explosives saving countless lives of military men and women.

    The broadband detection capability of the 1st Detect means that explosives, toxic chemicals, and contraband could all be detected simultaneously, providing the military with one tool for many needs, significantly reducing the logistical load on the joint forces. The small size and portability allows threats to be detected in real time and at the site of the incident, eliminating the need for time consuming laboratory analysis in this time critical environment. 1st Detect delivers technology that keeps our military personnel safe on critical missions in extremely hostile environments by providing the ability to detect and respond to an attack involving chemical or explosive agents.

    ADVANTAGES:
    Many threats detected by one instrument
    Similar user operations as currently fielded instruments
    Adaptable to new threats with no hardware upgrades required

  • Reply to

    Stock very close to its cash value

    by marsavian Oct 8, 2014 4:24 PM
    marsavian marsavian Oct 8, 2014 5:41 PM Flag

    yes because I bet even when drunk and high he is still a sharper smarter guy than YOU lol !!!

  • Reply to

    Stock very close to its cash value

    by marsavian Oct 8, 2014 4:24 PM
    marsavian marsavian Oct 8, 2014 5:39 PM Flag

    I think you have over-estimated that escrow figure by a factor of 3 !! It's $6.1m and anyway it will still show up as a cash credit on the books. Also they will be getting some revenue back from LMT over the next year for still doing the admin/payroll on the ASO staff until they fully get transferred over to LMT's systems.

  • Reply to

    Stock very close to its cash value

    by marsavian Oct 8, 2014 4:24 PM
    marsavian marsavian Oct 8, 2014 4:48 PM Flag

    Don White is joining LMT as are all the rest of the ASO staff, that is no surprise to anyone. In reality he is going home as he came from LMT Atlas V's team in the first place. I wish him and all his staff well, they have served this company well, not once did they fail any of their satellite customers. No the price drop was due to a small loss last earnings (well under a million) which was a strange reaction as the quarter was better than I thought it would be. Also at the same time the 50 MA crossed over the 90 MA and the former's resistance proved tougher than the latter's support.

    I reckon the free cash is around $50m now so the stock is probably trading below free cash now but we need next earnings to tip up in mid November so we can see how much tax was paid on the sale to be sure on that number. I suspect very little tax was paid once you take away ASO book value and apply the considerable loss allowances this company has built up over the years.

  • maybe even below after debt/tax have been paid off as will be shown when the $61m sale is recorded in next earnings. Getting to be a bargain at this price especially with only a $1.5m-2m cash burn-rate per quarter.

  • Reply to

    Go to the IMSC Board

    by jracc2000 Oct 6, 2014 1:29 PM
    marsavian marsavian Oct 8, 2014 2:00 PM Flag

    2.43 feels a lot better than your sad loser stock's 1.29 lol !! I remember when IMSC was around that price 2-3 years ago and this stock was only 60c and you was still bashing ASTC then lol !! Things have changed a lot since then for ASTC but sadly not for IMSC which is stuck in an eternal time-warp around 1.2 where DMRJ's highest options hang out. It's a loser stock for dumb losers like you hanging on for a fairy tale that just won't come true ! :)

  • Reply to

    Go to the IMSC Board

    by jracc2000 Oct 6, 2014 1:29 PM
    marsavian marsavian Oct 8, 2014 12:08 PM Flag

    He probably thinks the same as he does when it was 20-30c when I hold him it was severely undervalued and not remotely facing bankruptcy then ... that I will be proved right in the end and I was many times over as it went to 3-4 in 2009-2010 and 2013-2014. My never cheaper than now statement refers to all the post earnings range we are in now btw not just the price on that day. As this stock is going to go over 3 and stay over it after next earnings all my predictions will then be fulfilled so this really is the last time you will be able to buy this stock under 3.

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